Job Description
Job Description
Commercial Lines Account Manager (Insurance)
Salary : $75,000 - 90,000 (Depending on experience, education, and training)
Location : Salt Lake City, UT
Benefits : Comprehensive benefits plan and 401K
Position Description
Independent insurance agency / retail insurance broker is seeking a highly motivated and enthusiastic professional with a deep understanding of commercial lines insurance for construction related clients.
This individual will be supporting production staff in the day to day client service and risk management medium to large construction client accounts.
Essential Duties and Responsibilities
Prepare marketing submissions for new business and account business
Prepare new business and account renewal proposals
Risk management and loss control
Enter and maintain account data within agency management system (Applied EPIC)
Support Producer & / or Client Executive in day to day servicing client accounts, including direct contact with clients and insurance underwriters.
Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations
Develop strong relationships with various company marketing representatives and underwriters
Develop strong relationships & trust with clients, producers, and fellow employees
Develop and maintain strong technical knowledge of commercial lines coverage & rating
Qualifications Required
Extensive construction and contractor account experience
Strong risk management experience
CRIS designation desired
Large account experience desired
Excellent verbal and written communication abilities
Self-motivated and able to work independently
Ability to consistently process transactions accurately
Knowledge of agency management systems (Applied TAM or EPIC, or AMS 360). Applied Epic preferred.
Competent in use of Word, Excel, and Outlook
High School Diploma required; Advance Degree or equivalent career experience preferred
Property and Casualty license
Insurance designations preferred (CISR, CIC, CRIS, CRM, AINS, etc)
5-7 years of client service experience required
All submissions treated confidentially
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